RNC 0.00% 36.5¢ real estate corp limited

if deal not happen..., page-26

  1. 127 Posts.
    Agreed, the forecast RTI div yield should be very attractive and should provide a decent base from which the listing can trade from. My concern is the treatment of the small cap space at the moment and the not so straight forward structure of RTI.

    It could take a few quarters for the market to gain comfort with RTI's ability to sustain the yield and for mgmt to show that the integration of the recently acquired RMA's is going to plan.

    I always worry about liquidity as well. In my experience lack of liquidity and scale usually result in small/micro caps trading well below where you expect them to because there is no institutional or HNW following.

    If I'm going receive shares in RTI I would rather have them trade for a few qtrs first...even if they were to trade at a premium to listing. I'd rather have the certainty that the market is accepting of the RTI model.

    Given the last 12 months, all this talk of RTI listing seems moot.
 
watchlist Created with Sketch. Add RNC (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.